Stocks are at all-time highs, but the US dollar is slumping and the Powell Fed is holding rates steady.
Mortgage rates and the housing market also remain stuck, leaving homebuyers and investors guessing.
In this MoneyShow MoneyMasters Podcast episode, Alejandra Grindal, Chief Economist at Ned Davis Research, and Kristina Hooper, Chief Market Strategist at Man Group, explain how Powell’s policy, the dollar’s decline, and stubborn mortgage rates are shaping the US economy. They also break down recession risks, inflation drivers, and whether the best investing and profit opportunities lie abroad or in the US.
If you want real insights on the Fed, housing trends, global markets, and the US dollar, this episode delivers answers.
CHAPTERS:
0:00 Introduction
1:30 US and Global Economic Outlook
4:00 Government Spending and Deficits
6:00 Immigration Policy and Inflation Risks
8:00 Tariffs and Trade Uncertainty
10:00 Fed Policy and Rate Cut Uncertainty
12:00 US Dollar Decline and Safe Haven Shift
14:00 Recession Risk and Market Valuations
16:00 Global Opportunities and Foreign Markets
18:00 Gold and Safe Haven Assets
19:30 Final Thoughts and Closing
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
📅 Join us for the MoneyShow Global Investing Opportunities (and Risks) online event, July 23–24!
Register now: https://online.moneyshow.com/2025/july/accredited-virtual-expo/?scode=065113
For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts
Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2
Facebook: https://www.facebook.com/OfficialMoneyShow/
Instagram: https://www.instagram.com/moneyshow/#
TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en
X (Twitter): https://x.com/moneyshow
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.